Crooked Tree Capital Advisors

Mission & Values

Our mission is to help bring clarity, insight, and alignment to our client's financial lives. We work toward this mission by answering the WHY, HOW, and WHAT.

WHY:

Because we believe serving others is a privilege and helps provide clarity of purpose.

Because we believe aligning the stewardship of our financial resources with our personal purpose and goals improves the quality of life.

Because we believe continuous learning is essential to providing a quality service and enjoying life.

Because we believe sharing our knowledge, talents, and resources improves the lives of others.

HOW:

By establishing a foundation of transparency and trust.

By building a strong relationship with our clients and gaining a deep understanding of their values and goals.

By providing clarity through analytics, education, and easy-to-understand communication.

By implementing an academically grounded, consistently disciplined process in all that we do.

By proactively addressing client questions & needs.

WHAT:

We deliver comprehensive financial planning & wealth management services for people preparing for retirement and in retirement. Our clients cover the spectrum of endeavors from corporate executives and business owners to professionals, teachers, and clergy. The intended result is to help provide our clients the peace of mind that comes from working with a trusted partner.

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission. John Marshall and Courtney Font are Investment Advisor Representatives with Dynamic Wealth Advisors dba Crooked Tree Capital Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors' ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.